EDMOND DE ROTHSCHILD (FRANCE)

Edmond de Rothschild (France) is a French credit institution focused on private banking and investment services, operating as part of the privately held Edmond de Rothschild group, which traces its origins to 1953 and is headquartered in Geneva. The bank serves high-net-worth individuals, families, entrepreneurs, and certain professional clients, offering discretionary and advisory portfolio management, custody and execution, wealth planning within the French legal and tax framework, and credit solutions secured by financial assets; access to real estate financing and private markets may be available to eligible clients. Investment products are sourced from Edmond de Rothschild Asset Management and external managers, including UCITS and alternative strategies, with life insurance wrappers (assurance-vie) commonly used for French residents via partner insurers. The institution is supervised by the Autorité de Contrôle Prudentiel et de Résolution (ACPR) and the Autorité des Marchés Financiers (AMF); eligible deposits are covered by the French deposit guarantee scheme (FGDR) up to €100,000 per depositor per institution, and investor compensation may apply up to the statutory limit. Pricing typically includes management, custody, and transaction fees, and may include performance fees on certain mandates or funds; tariffs and minimum asset requirements are provided upon request and depend on the services selected. As a specialized private bank, it does not operate a broad retail branch network and is oriented toward clients seeking tailored portfolio management rather than mass-market banking. The group’s consolidated reporting is available publicly, but detailed financials at the level of the French banking entity are more limited given the private ownership structure. Digital channels provide account access and reporting; onboarding is subject to standard KYC/AML procedures and regulatory suitability assessments.